919-443-1632

Fee-based financial and retirement planning
for affluent retirees in Durham, North Carolina

Have you found

MONEY HAPPINESS?

Speed your journey to Money Happiness with help from Durham Consultus office.

It's within reach.
Begin the journey.

In his timeless classic, Your Complete Guide to Money Happiness, author Henry Brock invites you to read, study, and ponder principles based on natural laws that will work as well in 2026 as they did in 1996 or 1886. You will enjoy his discussion of how ...Read More

Retirement

PLANNING SEMINAR

Join us for live training
in the Durham area.

Like the old TV above, our retirement seminars sound kind of old fashioned. Yet, it's your retirement, your money, and your future. Isn't it worth investing some time into learning how to protect what you've worked so hard to accumulate?
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See what our

CLIENTS SAY

“Looking Out for Us”
Passed the Bill O'Reilly Test

“We appreciated the fact that Consultus catered specifically to seniors. One of the first things they helped us understand was some of the common mistakes seniors make. We’d worked hard for our money and needed to avoid as many...”
...Read More

Seeking A

PLUM RETIREMENT in Durham?

PLUM (PLUHM)

1. a round, juicy fruit that has red or purple skin and a hard seed at the center.

2. something that many people want or think is very good.

It's your retirement...[make it plum].

PROVIDING INSIGHT TO HELP ACHIEVE RESULTS

360° INSIGHT

The 360° Insight wheel provides an appealing, interactive way to increase your knowledge about money—specifically related to topics or areas of finance and the economy that are of special interest to you.

Get results with the Consultus 5-Step Planning Process

PLANNING RESULTS

Our clients are interested in results, which they rarely define as beating market benchmarks. The associates in our Durham office follow a 5-step planning process to discover all of your objectives and concerns.